+237.2%
HPE vs VSH
+37.0%
+200.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.6% | +4.5% | +1.9% |
| 7D | +13.6% | +26.2% | -12.6% | +1.7% |
| 30D | -27.1% | -12.5% | -14.6% | -23.0% |
| 3M | -14.5% | -16.9% | +2.4% | -7.9% |
| 6M | +66.9% | -17.0% | +83.9% | +74.5% |
| YTD | +111.3% | +93.8% | +17.5% | +50.6% |
| 1Y | +117.5% | +99.3% | +18.1% | +52.8% |
| All | +237.2% | +37.0% | +200.2% | +160.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VSH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling